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Out of 158 million jobs in the U.S. economy, only 29 million are with S&P 500 companies. https://t.co/nRaN2l7fyd
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Out of 158 million jobs in the U.S. economy, only 29 million are with S&P 500 companies. https://t.co/nRaN2l7fyd
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The All-In Podcast
POD UP! 🚨 this one is all business 📈
legendary investor @plaffont fills in for @DavidSacks
-- fed hesitates on tariff uncertainty
-- ai tokens >> tariffs
-- google's value in a post-search world
-- creating a new mag 7
-- the death of traditional vc
-- what makes a great investor
++ much more
(0:00) the besties intro philippe laffont!
(2:12) miami f1 recap!
(12:10) fed holds rates steady on tariff uncertainty
(32:47) google drops after apple sees fall in search queries
(56:48) creating a new mag 7
(1:07:00) private markets: is traditional vc dead, coatue's new fund structure, what makes a great investor
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POD UP! 🚨 this one is all business 📈
legendary investor @plaffont fills in for @DavidSacks
-- fed hesitates on tariff uncertainty
-- ai tokens >> tariffs
-- google's value in a post-search world
-- creating a new mag 7
-- the death of traditional vc
-- what makes a great investor
++ much more
(0:00) the besties intro philippe laffont!
(2:12) miami f1 recap!
(12:10) fed holds rates steady on tariff uncertainty
(32:47) google drops after apple sees fall in search queries
(56:48) creating a new mag 7
(1:07:00) private markets: is traditional vc dead, coatue's new fund structure, what makes a great investor
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Capital Employed
FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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FRESH OFF THE PRESS 🔥
Investor interview #113 with Matt and Dan from Eagle Point Capital.
They discuss their backgrounds, research process, tariffs, two stock picks + much more...
https://t.co/l0CIzOvZNy https://t.co/uLh9XotOsw
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Offshore
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The All-In Podcast
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
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J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he things Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
tweet
Offshore
Video
The All-In Podcast
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he thinks Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
tweet
J-Cal Explains Why Google is UNDERRATED in AI 👀
On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search.
@Jason broke down why he thinks Google is being slept on:
"I think there's a chance that we're underestimating the power of Google's ad network right now."
"They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android."
"They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out."
"It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable."
"We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results."
"So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in."
"That could be a better advertising product than even search itself."
"I think YouTube search is the place to go all-in."
"Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing."
"You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar."
"You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?"
"And it should do a Gemini search inside of Google Calendar. It's very light right now."
"And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."
tweet
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Wall St Engine
TRUMP: “After a long night of U.S.-led talks, India 🇮🇳 and Pakistan 🇵🇰 have agreed to a FULL AND IMMEDIATE CEASEFIRE.” https://t.co/SasdFJ2gNs
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TRUMP: “After a long night of U.S.-led talks, India 🇮🇳 and Pakistan 🇵🇰 have agreed to a FULL AND IMMEDIATE CEASEFIRE.” https://t.co/SasdFJ2gNs
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Offshore
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Wall St Engine
UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 12, 2025
Mon: $MNDY, $HTZ, $PLUG, $ZI, $ACHR, $ASTS
Tues: CPI + $JD, $UA, $ONON, $SE, $OKLO, $LUNR
Wed: $GLBE, $CSCO, $RCAT, $DLO
Thu: PPI + Fed Powell + $WMT, $BABA, $DE, $AMAT, $CAVA, $TTWO
Fri: No Major Earnings https://t.co/3wWklhHsl5
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UPCOMING KEY EVENTS FOR THE WEEK STARTING MAY 12, 2025
Mon: $MNDY, $HTZ, $PLUG, $ZI, $ACHR, $ASTS
Tues: CPI + $JD, $UA, $ONON, $SE, $OKLO, $LUNR
Wed: $GLBE, $CSCO, $RCAT, $DLO
Thu: PPI + Fed Powell + $WMT, $BABA, $DE, $AMAT, $CAVA, $TTWO
Fri: No Major Earnings https://t.co/3wWklhHsl5
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks ROIC >20% Annually Last 5 Years | Avg ROIC | 5-Year EPS CAGR 💵
💳 Visa $V | 29% | 13%
📸 Meta $META | 27% | 23%
📱 Apple $AAPL | 57% | 18%
☀️ ASML $ASML | 34% | 26%
🚘 Copart $CPRT | 25% | 13%
🏢 NVR Inc $NVR | 30% | 18%
🖱️ Google $GOOG | 26% | 25%
🌐 MSCI Inc $MSCI | 33% | 19%
💸 Mastercard $MA | 54% | 13%
🏦 Fair Isaac $FICO | 44% | 26%
💾 Microsoft $MSFT | 30% | 20%
💽 Taiwan Semi $TSM | 24% | 26%
🧬 Novo Nordisk $NVO | 64% | 23%
💰Automatic Data $ADP | 50% | 11%
🖨️ Lam Research $LRCX | 36% | 16%
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15 Quality Stocks ROIC >20% Annually Last 5 Years | Avg ROIC | 5-Year EPS CAGR 💵
💳 Visa $V | 29% | 13%
📸 Meta $META | 27% | 23%
📱 Apple $AAPL | 57% | 18%
☀️ ASML $ASML | 34% | 26%
🚘 Copart $CPRT | 25% | 13%
🏢 NVR Inc $NVR | 30% | 18%
🖱️ Google $GOOG | 26% | 25%
🌐 MSCI Inc $MSCI | 33% | 19%
💸 Mastercard $MA | 54% | 13%
🏦 Fair Isaac $FICO | 44% | 26%
💾 Microsoft $MSFT | 30% | 20%
💽 Taiwan Semi $TSM | 24% | 26%
🧬 Novo Nordisk $NVO | 64% | 23%
💰Automatic Data $ADP | 50% | 11%
🖨️ Lam Research $LRCX | 36% | 16%
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